New Organization subscribers will get access through IP address; this information should be included with the order. A copy should be sent to Donovan Vicha in ITTS, after payment entry.

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'''New Organization subscribers''' will get access through '''IP address'''; this information should be included with the order. A copy should be sent to '''Donovan Vicha in ITTS,''' after payment entry.

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New Personal subscribers will need to be sent an iMIS login/password message after payment entry.

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New Personal subscribers will need to be sent an iMIS login/password and [[IFN welcome message]] after payment entry.

This should be done immediately after payment is entered.

This should be done immediately after payment is entered.

The procedure for getting the login/password is the same as for membership, using the [http://cs.ala.org/internal/iMIS/Passwords/login/login.cfm web portal].

The procedure for getting the login/password is the same as for membership, using the [http://cs.ala.org/internal/iMIS/Passwords/login/login.cfm web portal].

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==APA Library Worklife:==

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==APA Library Worklife==

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Product Code: APALW

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'''Renewals''' entered as usual

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'''This title is received as an organization member benefit. If you discover that a subscriber's organization is a member do not process the subscription. Send them the [['organization member' notice]] with login/password information.'''

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'''New''' subscribers are usually entered complimentary for quicker access by subscribers. The comp entry and the iMIS login/password message is emailed by Charisse Perkins.

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Product Code:'''APALW'''

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'''Renewals''' payment entry as usual

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'''New subscribers with prior complimentary entry for quicker access by subscribers'''. The comp entry and the iMIS login/password message are done by Charisse Perkins.

The comp entry will not show a balance due, you will need to enter the amount owed.

The comp entry will not show a balance due, you will need to enter the amount owed.

Line 61:

Line 53:

#Make sure the Period and thru fields correspond to the expiration date you just removed

#Make sure the Period and thru fields correspond to the expiration date you just removed

#Click Save

#Click Save

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#Now that you have entered the payment you will need to remove the activity for the complimentary entry.

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Now that you have entered the payment you will need to remove the activity for the complimentary entry.

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This needs to be done to so that the paid subscriber count is correct.

This needs to be done to so that the paid subscriber count is correct.

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*Go to Activities tab-choose activities all or dues

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*Locate the complimentary entry-it will have the same product code and expiration date but no money

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*Highlight the item and click delete

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'''Always be sure to only delete the APALW that does not have any funds-the deletion is permanent so please be careful.'''

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Go to Activities tab-choose activities all or dues

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'''New subscribers without prior complimentary entry'''

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#Go to billing tab

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#Add APALW and create invoice

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#Apply payment

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#Email the [[APALW welcome message]] with the login/password

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Locate the complimentary entry-it will have the same product code and expiration date but no money

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The procedure for getting the login/password is the same as for membership, using the [http://cs.ala.org/internal/iMIS/Passwords/login/login.cfm web portal].

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'''Always be sure to only delete the APALW that does not have any funds-the deletion is permanent so please be careful.'''

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Highlight the item and click delete

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==APA Salary Survey Monthly==

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Product code: '''APASSM'''

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'''New subscribers without prior complimentary entry'''

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#Go to billing tab

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#Add APASSM>click product code and on the dues/subscription detail window change the billing period from 12 months to 1 month

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#Create invoice

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#Make sure the subscriber gets the full 30 days-this usually means the expiration date will be the following month. ie order rec'd 11/5/08 will have a 12/31/08 expiration date.

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#Click the product code, click edit and in the last billed area on the left side of the window change the period and thru dates as needed.

New Organization subscribers will get access through IP address; this information should be included with the order. A copy should be sent to Donovan Vicha in ITTS, after payment entry.

New Personal subscribers will need to be sent an iMIS login/password and IFN welcome message after payment entry.
This should be done immediately after payment is entered.

The procedure for getting the login/password is the same as for membership, using the web portal.

APA Library Worklife

This title is received as an organization member benefit. If you discover that a subscriber's organization is a member do not process the subscription. Send them the 'organization member' notice with login/password information.

Product Code:APALW

Renewals payment entry as usual

New subscribers with prior complimentary entry for quicker access by subscribers. The comp entry and the iMIS login/password message are done by Charisse Perkins.

The comp entry will not show a balance due, you will need to enter the amount owed.
When the payment is received from accounting you will need to do the following:

Go to the billing tab

Highlight the APALW product code

Double click to open the dues/subscriptions item detail window

Click edit

Remove the paid thru date at the top

Put the amount owed in the last billed section on the left side of the window

Make sure the Period and thru fields correspond to the expiration date you just removed

Click Save

Now that you have entered the payment you will need to remove the activity for the complimentary entry.

This needs to be done to so that the paid subscriber count is correct.

Go to Activities tab-choose activities all or dues

Locate the complimentary entry-it will have the same product code and expiration date but no money

Highlight the item and click delete

Always be sure to only delete the APALW that does not have any funds-the deletion is permanent so please be careful.